See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,233 | $82,664-79.2% | $125,339-86.3% | $68,494-74.8% |
| Participation rate | 58.0% | 75.0%-17.0pp | 82.4%-24.4pp | 67.9%-9.9pp |
| Annual return | -22.75% | -5.97%-16.8pp | 572.05%-594.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $3,398 | $3,381+0.5% | $4,814-29.4% | $2,596+30.9% |
| Participant deferral / active EE | $5,952 | $6,110-2.6% | $7,446-20.1% | $4,027+47.8% |
| Admin fee / account holder | $2,588 | $6,275-58.8% | $10,010-74.1% | $5,403-52.1% |